Wealth Forward, LLC Top Holdings and 13F Report (2026) About Wealth Forward, LLCInvestment ActivityWealth Forward, LLC has $177.22 million in total holdings as of March 31, 2026.Wealth Forward, LLC owns shares of 43 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.14% of the portfolio was purchased this quarter.About 0.21% of the portfolio was sold this quarter.This quarter, Wealth Forward, LLC has purchased 43 new stocks and bought additional shares in 20 stocks.Wealth Forward, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab Fundamental U.S. Small Company ETF $19,205,269Invesco S&P 500 Equal Weight ETF $19,134,160iShares S&P 100 ETF $19,008,291Vanguard FTSE Developed Markets ETF $16,888,747Schwab Fundamental U.S. Large Company ETF $15,650,281 Largest New Holdings this Quarter 30231G102 - ExxonMobil $214,959 Holding Largest Purchases this Quarter Schwab Fundamental U.S. Large Company ETF 13,468 shares (about $375.08K)ExxonMobil 1,267 shares (about $214.96K)Vanguard FTSE Developed Markets ETF 2,745 shares (about $175.90K)iShares S&P 100 ETF 526 shares (about $167.31K)iShares Core 80/20 Aggressive Allocation ETF 1,817 shares (about $160.79K) Largest Sales this Quarter iShares Core 60/40 Balanced Allocation ETF 919 shares (about $59.14K)BNY Mellon US Large Cap Core Equity ETF 364 shares (about $45.43K)Apple 114 shares (about $28.93K)iShares MSCI Emerging Markets ETF 226 shares (about $12.83K)Devon Energy 117 shares (about $5.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Forward, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFNDASchwab Fundamental U.S. Small Company ETF$19,205,269$151,156 ▲0.8%592,20710.8%ETFRSPInvesco S&P 500 Equal Weight ETF$19,134,160$99,414 ▲0.5%99,69910.8%ETFOEFiShares S&P 100 ETF$19,008,291$167,306 ▲0.9%59,76110.7%ETFVEAVanguard FTSE Developed Markets ETF$16,888,747$175,900 ▲1.1%263,5579.5%ETFFNDXSchwab Fundamental U.S. Large Company ETF$15,650,281$375,084 ▲2.5%561,9498.8%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$10,840,509$114,266 ▲1.1%206,2506.1%ManufacturingTIPiShares TIPS Bond ETF$10,277,927$48,889 ▲0.5%93,1315.8%ETFILCBiShares Morningstar U.S. Equity ETF$8,973,157$143,147 ▲1.6%99,8575.1%ETFBKAGBNY Mellon Core Bond ETF$8,772,488$160,064 ▲1.9%207,8794.9%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$6,744,839$497 ▼0.0%176,2903.8%ETFBKIEBNY Mellon International Equity ETF$6,543,444$12,706 ▲0.2%70,0363.7%ETFAORiShares Core 60/40 Balanced Allocation ETF$5,515,853$59,138 ▼-1.1%85,7163.1%ETFSPHYSPDR Portfolio High Yield Bond ETF$5,445,533$52,727 ▲1.0%233,5133.1%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$4,368,562$45,430 ▼-1.0%35,0022.5%ETFAAPLApple$3,367,286$28,932 ▼-0.9%13,2681.9%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$2,464,889$160,786 ▲7.0%27,8551.4%ETFUSBU.S. Bancorp$1,870,5400.0%35,9651.1%FinanceMSFTMicrosoft$1,204,163$7,774 ▲0.6%3,2530.7%Computer and TechnologyALRSAlerus Financial$1,192,1150.0%50,2790.7%FinanceBRK.BBerkshire Hathaway$1,164,935$14,855 ▲1.3%2,4310.7%FinanceVOOVanguard S&P 500 ETF$858,6790.0%1,4370.5%ETFBSVVanguard Short-Term Bond ETF$705,7680.0%9,0010.4%ETFAOKiShares Core 30/70 Conservative Allocation ETF$608,961$5,704 ▼-0.9%15,2660.3%ETFAOMiShares Core 40/60 Moderate Allocation ETF$585,020$53,386 ▲10.0%12,3500.3%ETFNVDANVIDIA$504,365$1,918 ▲0.4%2,8920.3%Computer and TechnologyTGTTarget$419,2310.0%3,4590.2%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$396,849$12,835 ▼-3.1%6,9880.2%FinanceOTTROtter Tail$371,9690.0%4,2380.2%UtilitiesKRESPDR S&P Regional Banking ETF$353,048$912 ▼-0.3%5,4190.2%ETFDVNDevon Energy$346,705$5,887 ▼-1.7%6,8900.2%EnergyFNDFSchwab Fundamental International Equity ETF$345,201$65,419 ▲23.4%7,0550.2%ETFVTIVanguard Total Stock Market ETF$313,1110.0%9760.2%ETFGOOGAlphabet$307,227$2,295 ▲0.8%1,0710.2%Computer and TechnologyMETAMeta Platforms$283,776$3,433 ▲1.2%4960.2%Computer and TechnologyUNHUnitedHealth Group$277,3550.0%1,0250.2%MedicalAMZNAmazon.com$275,749$417 ▼-0.2%1,3240.2%Retail/WholesaleIYGiShares U.S. Financial Services ETF$262,1890.0%3,1650.1%ETFIEFAiShares Core MSCI EAFE ETF$255,8380.0%2,8260.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$244,3350.0%5,0420.1%ManufacturingTSLATesla$243,868$1,859 ▲0.8%6560.1%Auto/Tires/TrucksHYGiShares iBoxx $ High Yield Corporate Bond ETF$216,0850.0%2,7160.1%ETFXOMExxonMobil$214,959$214,959 ▲New Holding1,2670.1%EnergyDKNGDraftKings$200,0070.0%9,2510.1%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$0$212,007 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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